About our office

The Madison team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, philanthropists and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Nathan Boebel

Private Wealth Advisor
608-252-4161

Bio page Contact Nathan

Timothy Horkan

Private Wealth Consultant
608-252-4127

Bio page Contact Tim

Maureen Lokrantz

Private Wealth Advisor
608-252-4162

Bio page Contact Maureen

Ryan Mueller

Private Wealth Advisor
608-252-4027

Bio page Contact Ryan

Ryan Reszel

Private Wealth Advisor
608-252-4097

Bio page Contact Ryan

John Sims

Private Wealth Advisor
608-252-4225

Bio page Contact John

Michelle Slawny

Private Wealth Advisor
608-252-4153

Bio page Contact Michelle

Our leadership

“Today, people are inundated with information. What many people really want is an advocate to help them understand their options and make strategic decisions.”

 

– Darrell Behnke, Market Leader, Madison

Community involvement

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Wisconsin, we’ve provided $8 million in U.S. Bank Foundation and corporate giving and 74,000 in volunteer hours. Our team is actively involved in providing support through the Wisconsin Chamber Orchestra, Wisconsin Youth Symphony Orchestra, United Way of Dane County, Downtown Madison, Inc. and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

3 transition strategies for family business succession


Planning ahead may potentially ease the transition of your family business without a major tax hit.

Read article

Strategic philanthropy: 3 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.